See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,762 | $81,460+10.2% | $103,333-13.1% | $80,856+11.0% |
| Participation rate | 51.7% | 66.8%-15.1pp | 74.5%-22.8pp | 67.6%-15.9pp |
| Annual return | 16.80% | 25.55%-8.7pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $271 | $3,105-91.3% | $3,868-93.0% | $2,755-90.2% |
| Participant deferral / active EE | $1,895 | $3,869-51.0% | $5,057-62.5% | $4,296-55.9% |
| Admin fee / account holder | $935 | $6,566-85.8% | $8,355-88.8% | $6,918-86.5% |